Broker Check




Insurance planning should not be an afterthought to the Financial Plan. An unexpected disability, untimely long-term care need, or premature death could undermine the plan if risk management is not addressed.

The need for some level of insurance seems basically simple – but determining the right plans and choosing them is anything but simple. It takes professional guidance to ensure that your family and/or business is adequately protected.

As an independently-managed firm, we are not bound to any particular insurance company. We “shop” multiple carriers for you to find the most appropriate solution at a competitive price.

We can provide you with needs analyses and recommendations for:

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance